Skip to main content
#
A Clear Direction
rss feedour twitterour facebook page linkdin
home
Financial Advisor Brisbane - AdviserScott Keefer - A Clear DirectionBuilding Investment PortfoliosPortfolio Management ServiceUpdated ContentContact Us - Brisbane Financial Planning
A Clear Direction Financial Planning logo

 Financial Happenings Blog 
Tuesday, October 20 2009

In a recent article published by Scott Francis in Alan Kohler's Eureka Report, Scott looks at the strategies that can be implemented by those close to retirement and suggests some relatively minor changes can lead to a significant improvement in outcomes achieved.

Scott identifies four factors that will reward those who stay or go back to work:

  • The chance to invest while investment markets are depressed.
  • The chance to put in place a (very) tax-effective transition to retirement income strategy.
  • The chance to deliberately use your superannuation contributions to position your retirement portfolio.
  • The fact that the longer you work, the shorter the period that you rely solely on your investment assets to fund your retirement, and the more likely they are to meet your needs

For those of you at that period of your life or who have family or friends who are, I encourage you to read the article - Winning in the retirement risk zone.

Posted by: AT 06:19 pm   |  Permalink   |  Email
 
Scott Francis' articles in the Eureka Report 
Request for Information 
If you have questions, or would like more information, please go to our Contact page and leave your name and contact information.

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

A Clear Direction Financial Planning and Portfolio Management ABN 85 147 572 870

Level 19
10 Eagle Street
Brisbane QLD Australia
Ph: (07) 3303 0269
Email: scottk@acleardirection.com.au

Authorised Representative (398444) and Credit Representative (403292) of FYG Planners Pty Ltd AFSL/ACL 224 543.

ASIC - Financial Advisers Register

All content of this website is copyright © A Clear Direction Financial Planning Pty Ltd, 2017

FYG Planners Pty Ltd & A Clear Direction Financial Planning Privacy Policy